Military Veterans and Spouses serving Military and Veteran Families

The Military Financial Advisors Association is a nonprofit professional association of independent financial planning experts specializing in financial advice and planning services for military and veteran families. Our qualifications and standards exceed those of most financial professionals but more importantly, we know the life. You don’t need to explain what SBP and BAH mean to us. We already know.

We operate separate businesses, so you might assume we are competitors. We are not. We realize the military community has long been ignored by real financial planners. There is now a greater need than any of us can possibly satisfy on our own. Only by working together can we accomplish our objective of providing military and veteran families with the highest quality financial advice. 

All our members must meet these standards:

• XYPN Member in good standing
• Sign a fiduciary oath to act in the best interests of our clients at all times
• Operate as a fee-only financial advisor, meaning that we don’t collect any kinds of commissions or kickbacks for the recommendations we make to clients
• Offer a fee structure other than assets under management 
• Have no derogatory marks on our records as financial professionals
• Primary focus is on providing comprehensive financial planning, not just investment management
• Prior service as a military member or a military spouse
• Committed to continually furthering our education in order to better serve clients
• Own or work at an independent Registered Investment Advisory (RIA), avoiding the conflicts that exist among advisors at large broker-dealers or insurance companies
• Have a positive reputation among local professionals in our industry, as membership in MFAA is by invitation only
• Maintain their status as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), or be recognized as a CFP® candidate currently pursuing the designation. (Some members also maintain additional certifications related to financial planning)
• Currently accepting new clients

Choosing from our trusted network of Military Financial Advisors Association ensures that you will always be in good hands.

You can be sure to find the right financial advisor to help answer questions about your financial life and feel confident about your future.